HOLISTIC

financial planning

We are given many things in life for free. They're the things that we often take for granted – but they're crucial to living life.

One of these freedoms is quickly programmed out of us, and then when we are deemed responsible... it's thrust back into our hands. This freedom is the freedom of choice.

Being new to making our own adult choices, we often work inside of the obligations placed on us - which essentially limits that freedom of choice. Changing this mindset means that we need to ask different questions; questions that will bear the marks of our individuality. This is what I'm good at. Finding out who you are, who you want to be and then walking with you as you make and live by your choices .

If you're brave enough for this journey – then let's go!

Hans Myburgh

Registered Financial Adviser

Erna Myburgh

Financial Advisor Life & short term

Anita Snyman

Marketing assistant & Short term

Charmaine Schoeman

Office Manager

Bernadine Schoeman

Marketing Assistant - Life

Christine Braun

Marketing Assistant

Succession Financial Planning strives to be a world-class brokerage that focuses on providing clients with holistic financial planning services and advice across the broad spectrum of life insurance, investments, employee benefits, short-term insurance and healthcare.

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

As jare lange kliënte van SFPadvise wil ons julle net graag bedank vir jul onbaatsugtige diens wat jul aan ons gelewer get oor die laaste 20 jaar. Ons kan Hansie enige tyd kontak om inligting te verkry en hy lewer onmiddelike diens, saam met sy bekwame personeel. Dankie vir jul opvolg en vinnige diens. Ons kan enige tyd met n oop gemoed enige iemand na jul toe verwys.

Hendrik en Antoinette Cronjé

It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. Hansie has a very welcoming, friendly, professional and personable nature, who works with integrity to provide sound financial advice and guidance. What really impressed me 17 years ago was the way he took time to get a feeling for where I was at. His depth of knowledge, literal thinking, professional, ethical and caring demeanour elicits my trust and respect. I highly recommend Succession Financial Planning (SFP) advisory services for their expertise in the financial sector who creates a trust that is rare to find.

Corné Williamson

Financial Advice that is tailored
to you and your choices.

CONTACT US

to arrange a consultation simply fill out your details below

Hans Myburgh
Registered Financial Adviser

086 110 6262
hansie.myburgh@sfpadvice.co.za

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